Briaud Financial Planning, Inc Ishares Core S&P 500 ETF Transaction History

Briaud Financial Planning, Inc

$176 Million
Q1 2024

A detailed history of Briaud Financial Planning, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 2,900 shares of IVV stock, worth $1.58 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

2,900

Holding current value

$1.58 Million

% of portfolio

0.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$469.56 - $525.73 $1.36 Million - $1.52 Million	2,900 New	2,900 $1.53 Million
Q3 2022 Nov 04, 2022	SELL	$371.42 - $432.04 $296,021 - $344,335	-797 Reduced 21.56%	2,900 $1.13 Million
Q2 2022 Aug 11, 2022	SELL	$366.99 - $458.8 $44,772 - $55,973	-122 Reduced 3.19%	3,697 $1.4 Million
Q1 2022 May 03, 2022	SELL	$418.06 - $479.84 $1.02 Million - $1.17 Million	-2,436 Reduced 38.94%	3,819 $1.73 Million
Q1 2021 May 05, 2021	BUY	$370.22 - $398.75 $2.18 Million - $2.34 Million	5,880 Added 1568.0%	6,255 $2.49 Million

Q4 2020 Jan 27, 2021	SELL	$327.62 - $375.39 $2.44 Million - $2.8 Million	-7,451 Reduced 95.21%	375 $2.9 Million
Q1 2020 Apr 22, 2020	BUY	$224.65 - $339.88 $15,950 - $24,131	71 Added 0.92%	7,826 $2.02 Million
Q4 2019 Jan 30, 2020	BUY	$289.63 - $324.32 $2.25 Million - $2.52 Million	7,755 New	7,755 $2.51 Million

Others Institutions Holding IVV

# of Institutions

3,255

Shares Held

621M

Call Options Held

796K

Put Options Held

612K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Briaud Financial Planning, Inc Ishares Core S&P 500 ETF Transaction History